DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Carol Jacquelyn Zelenke
Feed of 09/14/2026
Also filed as Carol Jacquelyn Hansen
At current firm
4 y
since Aug 14, 2022
In the industry
16 y
since Mar 31, 2010 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Atcap Partners, LLC independent RIA currentsince Aug 14, 2022 · Ashburn, Va
- Raymond James Financial Services Advisors, Inc BD affiliatedJan 18, 2017 to May 23, 2022 · Reston, Va
- The Pacific Financial Group, Inc. independent RIAOct 26, 2011 to Jun 18, 2013 · Nashville, Tn
- Centaurus Financial, Inc. BD affiliatedMar 31, 2010 to Oct 12, 2011 · Arroyo Grande, Ca
Moves
a registration end followed by a registration begin elsewhere
- Raymond James Financial Services Advisors, Inc to Atcap Partners, LLCleft May 23, 2022, registered Aug 14, 2022 (83 days) · Affiliated broker-dealer or bank to independent RIA
- The Pacific Financial Group, Inc. to Raymond James Financial Services Advisors, Incleft Jun 18, 2013, registered Jan 18, 2017 (1310 days) · Other
- Centaurus Financial, Inc. to The Pacific Financial Group, Inc.left Oct 12, 2011, registered Oct 26, 2011 (14 days) · Other
Signals
- Carol Jacquelyn Zelenke left Raymond James Financial Services Advisors, Inc for Atcap Partners, Llc (registered 2022-08-14)May 23, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address